Shamrock Companies, Inc. 401(k) Plan: Login, Facts & Contact Information

Shamrock Companies, Inc. 401(k) Plan Facts

Plan name
THE SHAMROCK COMPANIES, INC. 401(K)RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SHAMROCK COMPANIES, INC.
Participants
119 (95 active employees)
Plan assets
$24,472,408 at Dec 31, 2024
Average account balance
$326,299 across 75 accounts
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed May 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $658,319 went into the plan in contributions.
  • $1.59 million was paid out to participants.
  • Investment and other income added $4.85 million.

How the Shamrock Companies, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019114$14.1 million—$1.10 million
2020107$19.2 million—$244,963
2021114$23.5 million$0$330,110
2022112$15.9 million$0$1.55 million
2023109$20.6 million$0$255,832
2024119$24.5 million$0$1.59 million

Shamrock Companies, Inc. 401(k) Contact Information

Phone
440-250-2165
Mailing address
24090 DETROIT ROAD, WESTLAKE OH 441451513
Plan sponsor
SHAMROCK COMPANIES, INC.
Employer identification number (EIN)
34-1609149
Plan number
001

Questions about the Shamrock Companies, Inc. 401(k)

Does Shamrock Companies, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Shamrock Companies, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Shamrock Companies, Inc 401(k) plan?

119 participants at the start of plan year 2024, 95 of them active employees.

What is the average 401(k) balance at Shamrock Companies, Inc?

About $326,299 per account: $24.5 million in plan assets across 75 accounts with a balance at the end of plan year 2024.

Who manages the Shamrock Companies, Inc 401(k) accounts?

FLEXIBLE BENEFIT SYSTEMS, INC. is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Shamrock Companies, Inc. How do I access my 401(k)?

Your account stays with FLEXIBLE BENEFIT SYSTEMS, INC. after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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